Integrity Wealth Advisors’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Integrity Wealth Advisors’s Portfolio JPEF Stock Details JPEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$399K	Sell	5,555 -2,886	-34%	-$215K	0.24%	50
2025 Q4	$630K	Sell	8,441 -9,961	-54%	-$744K	0.43%	40
2025 Q3	$1.36M	Buy	18,402 +72	+0.4%	+$5.18K	0.49%	29
2025 Q2	$1.29M	Buy	18,330 +7,738	+73%	+$504K	0.9%	19
2025 Q1	$674K	Buy	10,592 +2,364	+29%	+$158K	0.49%	29
2024 Q4	$552K	Buy	+8,228	New	+$557K	0.4%	32

Other funds holding JPEF

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

Integrity Wealth Advisors's JPEF Position: Q1 2026 in Review

Integrity Wealth Advisors reduced its JPMorgan Equity Focus ETF (JPEF) stake by 34% in Q1 2026, selling an estimated $215K and leaving 5,555 shares worth $399K. The position accounts for 0.24% of the portfolio, ranked #50.

Integrity Wealth Advisors first reported a position in JPEF in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.36M in Q3 2025. 124 funds tracked by Wall St. Rank hold JPEF as of Q1 2026.

Integrity Wealth Advisors held 5,555 shares of JPMorgan Equity Focus ETF worth $399K as of Q1 2026.
Integrity Wealth Advisors sold 2,886 JPMorgan Equity Focus ETF shares in Q1 2026, an estimated $215K.
JPMorgan Equity Focus ETF made up 0.24% of Integrity Wealth Advisors's portfolio in Q1 2026, its #50 holding.
Integrity Wealth Advisors first reported a position in JPMorgan Equity Focus ETF in Q4 2024 and has held it in 6 quarters since.
Integrity Wealth Advisors's JPMorgan Equity Focus ETF position peaked at $1.36M in Q3 2025.
124 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q1 2026.

Based on Integrity Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.